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RFEBX vs RWMFX
RFEBX vs RWMFX Comparison
Open Charts RFEBX vs RWMFX
American Funds Fundamental Invs R2E
Price$82.72
Change+$0.85 (+1.04%)
VolumeN/A
Net Assets145.02B
American Funds Washington Mutual R5
Price$62.97
Change+$0.49 (+0.78%)
VolumeN/A
Net Assets193.4B
RFEBX vs RWMFX Comparison Chart
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RFEBX vs. RWMFX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RFEBX is a StrongBuy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 193B vs. RFEBX (145B). RWMFX pays higher dividends than RFEBX: RWMFX (1.70) vs RFEBX (0.62). RFEBX was incepted earlier than RWMFX: RFEBX (10 years) vs RWMFX (23 years). RWMFX is a more actively managed with annual turnover of: 30.00 vs. RFEBX (28.00). RFEBX (250) and RWMFX (250) have matching initial minimum investment requirements. RFEBX annual gain was more profitable for investors over the last year : 17.81 vs. RWMFX (12.39). RWMFX (35.03) and RFEBX (33.47) have equivalent 5 years return.
| RFEBX | RWMFX | RFEBX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 3.271 | 2.340 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 193B | 75% |
| Annual Yield % from dividends | 0.62 | 1.70 | 36% |
| Returns for 1 year | 17.81 | 12.39 | 144% |
| Returns for 3 years | 16.18 | 11.20 | 145% |
| Returns for 5 years | 33.47 | 35.03 | 96% |
| Returns for 10 years | 65.27 | 65.23 | 100% |